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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,781 | $82,674+23.1% | $125,381-18.8% | $68,486+48.6% |
| Participation rate | 94.7% | 75.1%+19.7pp | 82.4%+12.4pp | 67.9%+26.8pp |
| Annual return | -17.53% | -5.97%-11.6pp | 572.31%-589.8pp | -7.85%-9.7pp |
| Employer contribution / active EE | $4,086 | $3,382+20.8% | $4,815-15.1% | $2,597+57.4% |
| Participant deferral / active EE | $9,809 | $6,111+60.5% | $7,448+31.7% | $4,028+143.5% |
| Admin fee / account holder | $2,201 | $6,277-64.9% | $10,007-78.0% | $5,404-59.3% |